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JERIX vs MGLMX
JERIX vs MGLMX Comparison
Open Charts JERIX vs MGLMX
Janus Henderson Global Real Estate I
Price$11.33
Change-$0.24 (-2.07%)
VolumeN/A
Net Assets335.42M
MFS Global Real Estate R4
Price$15.65
Change-$0.44 (-2.73%)
VolumeN/A
Net Assets2.25B
JERIX vs MGLMX Comparison Chart
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JERIX vs. MGLMX commentary
Apr 05, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JERIX is a Hold and MGLMX is a Buy.
FUNDAMENTALS
Fundamentals
MGLMX has more cash in the bank: 2.25B vs. JERIX (335M). JERIX (2.61) and MGLMX (2.61) have matching dividends . JERIX was incepted earlier than MGLMX: JERIX (17 years) vs MGLMX (10 years). MGLMX (0.95) is less costly to investors than JERIX (0.73). JERIX is a more actively managed with annual turnover of: 87.00 vs. MGLMX (48.00). MGLMX has a lower initial minimum investment than JERIX: MGLMX (0) vs JERIX (2500). JERIX annual gain was more profitable for investors over the last year : 5.41 vs. MGLMX (0.48). MGLMX return over 5 years is better than : 37.88 vs. JERIX (35.10).
| JERIX | MGLMX | JERIX / MGLMX | |
| Total Expense Ratio | 0.73 | 0.94 | 78% |
| Annual Report Gross Expense Ratio | 0.73 | 0.95 | 77% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 1.316 | 0.187 | 704% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 335M | 2.25B | 15% |
| Annual Yield % from dividends | 2.61 | 2.61 | 100% |
| Returns for 1 year | 5.41 | 0.48 | 1,126% |
| Returns for 3 years | -15.24 | -19.85 | 77% |
| Returns for 5 years | 35.10 | 37.88 | 93% |
| Returns for 10 years | 31.39 | 13.11 | 239% |
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